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Current Employers
Journey Retirement Planning And Investment Management, Llc

3040 E 17Th Street Suite 2, Ammon, ID 83406 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-08-21
  • ID RA
    APPROVED
    Since 2025-08-21

Branch Locations

3040 E 17Th Street Suite 2, Ammon, ID 83406 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jl Sorensen Recreation Center Herriman UT 11/2017 01/2018
Downeast Sandy UT 05/2018 08/2019
Forever Young Shoes Sandy UT 05/2018 08/2019
City Of South Jordan South Jordan UT 08/2019 08/2020
North Star Security Orem UT 08/2020 01/2022
America First Credit Union Lehi UT 01/2022 08/2022
Clark Rasmussen Taylor Accounting West Jordan UT 09/2022 01/2023
Capita Financial Network Sandy UT 01/2023 05/2025
Journey Retirement Planning And Investment Management, Llc Ammon ID 07/2024 Present
High School Student South Jordan UT 08/2015 08/2020
  • 11/2017 → 01/2018
    Jl Sorensen Recreation Center
    Herriman, UT
  • 05/2018 → 08/2019
    Downeast
    Sandy, UT
  • 05/2018 → 08/2019
    Forever Young Shoes
    Sandy, UT
  • 08/2019 → 08/2020
    City Of South Jordan
    South Jordan, UT
  • 08/2020 → 01/2022
    North Star Security
    Orem, UT
  • 01/2022 → 08/2022
    America First Credit Union
    Lehi, UT
  • 09/2022 → 01/2023
    Clark Rasmussen Taylor Accounting
    West Jordan, UT
  • 01/2023 → 05/2025
    Capita Financial Network
    Sandy, UT
  • 07/2024 → Present
    Ammon, ID
  • 08/2015 → 08/2020
    High School Student
    South Jordan, UT
Other Businesses

2/2025 Independent Licensed insurance Agent; Investment Related; Idaho; Accident & Health, Sickness, Life License # is 21482512

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-31
  • S65 Uniform Investment Adviser Law Examination
    2025-07-31

View on SEC IAPD

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